Position in SNY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,154,565
-$6,099,174 QoQ
Shares Held
120,829
-48.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#119
of 712 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026ProVise Management Group, LLC holds $49,564,821 across 10 Drug Manufacturers - General names. SNY ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
134,100 | $21,016,152 | |
| 2 | GSK |
GSK plc
|
123,527 | $6,475,285 | |
| 3 | AMGN |
Amgen Inc
|
16,496 | $5,973,531 | |
| 4 | SNY |
Sanofi
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|
120,829 | $5,154,565 | |
| 5 | PFE |
Pfizer Inc
|
145,537 | $3,504,530 | |
| 6 | ABBV |
AbbVie Inc.
|
10,735 | $2,701,355 | |
| 7 | LLY |
ELI LILLY & Co
|
1,561 | $1,872,310 | |
| 8 | JNJ |
Johnson & Johnson
|
6,573 | $1,669,344 |
All Filings in SNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,154,565 | 120,829 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,253,739 | 233,577 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,875,490 | 224,422 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,937,063 | 210,531 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,681,130 | 200,396 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,715,592 | 193,213 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,039,604 | 187,427 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,759,175 | 186,694 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,574,842 | 176,728 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,321,243 | 171,219 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,008,121 | 161,032 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,178,919 | 152,478 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,027,111 | 148,926 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $8,215,732 | 150,969 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,021,509 | 165,631 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,774,061 | 178,171 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,865,566 | 177,205 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,930,901 | 173,956 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $8,595,857 | 171,574 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $7,825,302 | 162,317 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $8,079,729 | 153,432 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $7,740,588 | 156,502 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $7,665,121 | 157,751 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $7,924,903 | 157,961 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $8,089,025 | 158,453 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $7,306,136 | 167,112 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||